See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,278 | $158,398+90.2% | $126,539+138.1% | $142,382+111.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 11.04% | 593.76%-582.7pp | 425.95%-414.9pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,304 | $4,650-72.0% | $3,674-64.5% | $4,299-69.7% |
| Participant deferral / active EE | $15,600 | $4,767+227.3% | $4,083+282.1% | $6,507+139.7% |
| Admin fee / account holder | $6,428 | $6,918-7.1% | $6,065+6.0% | $12,624-49.1% |